VHAM
Van Hulzen Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
82,469
+5,006
| +6% | +$1.46M | 2.01% | 10 |
|
|
2025
Q1 | $24.2M | Sell |
77,463
-25,926
| -25% | -$8.1M | 2.21% | 7 |
|
|
2024
Q4 | $30M | Buy |
103,389
+2,143
| +2% | +$621K | 2.19% | 7 |
|
|
2024
Q3 | $30.8M | Sell |
101,246
-18,463
| -15% | -$5.62M | 2.23% | 7 |
|
|
2024
Q2 | $30.5M | Buy |
119,709
+4,284
| +4% | +$1.09M | 2.05% | 7 |
|
|
2024
Q1 | $32.5M | Buy |
115,425
+111
| +0.1% | +$31.3K | 2.15% | 7 |
|
|
2023
Q4 | $34.2M | Buy |
115,314
+851
| +0.7% | +$252K | 2.4% | 5 |
|
|
2023
Q3 | $30.2M | Buy |
114,463
+11,093
| +11% | +$2.92M | 2.32% | 5 |
|
|
2023
Q2 | $30.8M | Sell |
103,370
-6,162
| -6% | -$1.84M | 2.63% | 4 |
|
|
2023
Q1 | $30.6M | Buy |
109,532
+30,350
| +38% | +$8.49M | 2.88% | 4 |
|
|
2022
Q4 | $20.8M | Buy |
79,182
+4,604
| +6% | +$1.21M | 2.41% | 5 |
|
|
2022
Q3 | $17.2M | Buy |
74,578
+14,600
| +24% | +$3.37M | 2.12% | 9 |
|
|
2022
Q2 | $14.8M | Buy |
59,978
+58,600
| +4,253% | +$14.5M | 1.77% | 15 |
|
|
2022
Q1 | $341K | Buy |
1,378
+1
| +0.1% | +$247 | 0.04% | 216 |
|
|
2021
Q4 | $369K | Sell |
1,377
-250
| -15% | -$67K | 0.04% | 214 |
|
|
2021
Q3 | $392K | Buy |
1,627
+168
| +12% | +$40.5K | 0.06% | 183 |
|
|
2021
Q2 | $337K | Hold |
1,459
| – | – | 0.05% | 195 |
|
|
2021
Q1 | $327K | Sell |
1,459
-356
| -20% | -$79.8K | 0.05% | 189 |
|
|
2020
Q4 | $389K | Sell |
1,815
-105
| -5% | -$22.5K | 0.06% | 179 |
|
|
2020
Q3 | $422K | Sell |
1,920
-92
| -5% | -$20.2K | 0.06% | 152 |
|
|
2020
Q2 | $371K | Buy |
2,012
+288
| +17% | +$53.1K | 0.06% | 163 |
|
|
2020
Q1 | $285K | Buy |
1,724
+380
| +28% | +$62.8K | 0.06% | 187 |
|
|
2019
Q4 | $266K | Sell |
1,344
-1,418
| -51% | -$281K | 0.05% | 226 |
|
|
2019
Q3 | $593K | Sell |
2,762
-43
| -2% | -$9.23K | 0.13% | 118 |
|
|
2019
Q2 | $583K | Buy |
2,805
+884
| +46% | +$184K | 0.13% | 116 |
|
|
2019
Q1 | $365K | Buy |
1,921
+252
| +15% | +$47.9K | 0.1% | 149 |
|
|
2018
Q4 | $296K | Buy |
1,669
+433
| +35% | +$76.8K | 0.09% | 166 |
|
|
2018
Q3 | $207K | Buy |
+1,236
| New | +$207K | 0.06% | 218 |
|
|
2017
Q2 | – | Sell |
-3,343
| Closed | -$433K | – | 145 |
|
|
2017
Q1 | $433K | Sell |
3,343
-34
| -1% | -$4.4K | 0.2% | 87 |
|
|
2016
Q4 | $411K | Buy |
3,377
+2,001
| +145% | +$244K | 0.19% | 90 |
|
|
2016
Q3 | $159K | Buy |
1,376
+500
| +57% | +$57.8K | 0.09% | 125 |
|
|
2016
Q2 | $105K | Hold |
876
| – | – | 0.06% | 133 |
|
|
2016
Q1 | $110K | Sell |
876
-3,640
| -81% | -$457K | 0.06% | 135 |
|
|
2015
Q4 | $533K | Sell |
4,516
-24,586
| -84% | -$2.9M | 0.33% | 66 |
|
|
2015
Q3 | $2.87M | Buy |
29,102
+1,506
| +5% | +$148K | 1.85% | 13 |
|
|
2015
Q2 | $2.62M | Buy |
27,596
+21,027
| +320% | +$2M | 1.41% | 22 |
|
|
2015
Q1 | $640K | Buy |
6,569
+1,503
| +30% | +$146K | 0.39% | 68 |
|
|
2014
Q4 | $475K | Buy |
+5,066
| New | +$475K | 0.33% | 65 |
|
|
2014
Q2 | – | Sell |
-6,859
| Closed | -$672K | – | 81 |
|
|
2014
Q1 | $672K | Buy |
6,859
+63
| +0.9% | +$6.17K | 0.68% | 48 |
|
|
2013
Q4 | $659K | Buy |
+6,796
| New | +$659K | 0.57% | 59 |
|